UNKNOWN

ADAPTED_NOW

The Regional Business Banking Advisor, or Regional Business Relationship Advisor is responsible for acquiring new small to middle-market business clients and increasing the wallet share of existing business members within their designated region. Through effective relationship management, the Advisor advocates a comprehensive portfolio of financial products and services, delivers relevant financial information to members, and identifies cross-marketing opportunities to meet member needs, positioning themselves as a trusted advisor.

YEAR

OCCU, a member-owned credit union based in Eugene, Oregon, is guided by its vision to Enrich Lives. This vision shapes every action, aligning the team with a greater sense of purpose. With each interaction, OCCU strives to positively impact individuals and communities. The values of tenacity, humility, and big-heartedness are central to OCCU's commitment to prioritizing members.OCCU is seeking a Regional Business Relationship Advisor to join our Business Services team. This hybrid (remote and on-site in Bend, OR) role offers a starting salary of $70,670–$88,337.60 per year and is eligible for incentives. The Regional Business Banking Advisor, or Regional Business Relationship Advisor is responsible for acquiring new small to middle-market business clients and increasing the wallet share of existing business members within their designated region. This role entails cultivating, strengthening, and sustaining profitable relationships, thereby enhancing OCCU’s footprint in the business sector. The Advisor also develops strategic partnerships across all OCCU business lines to facilitate referrals and optimize member engagement. Through effective relationship management, the Advisor advocates a comprehensive portfolio of financial products and services, delivers relevant financial information to members, and identifies cross-marketing opportunities to meet member needs, positioning themselves as a trusted advisor.As a Regional Business Relationship Advisor, you will identify potential members, prepare proposals to demonstrate OCCU’s benefits, and meet targets for calls, deposits, loans, and treasury services. You'll build and review relationships with business members, monitor account performance, and suggest improvements. The role involves expanding OCCU’s presence, developing new business, collaborating with branch teams for sales and referrals, and networking with professionals to generate leads. You’ll be expected to stay informed on OCCU and competitor products, complete loan requests, communicate with underwriting staff, and ensure compliance with OCCU and regulatory standards.Applicants must have at least five years' experience in commercial and business banking, familiarity with financial and digital systems, and a background in structuring credit products for small businesses across industries. Strong relationship management, business development, analytical, problem-solving, sales, and credit quality skills are required, along with proficiency in Microsoft Office Suite. A bachelor's degree in finance or a related field, or proven experience delivering measurable business outcomes, is necessary.OCCU offers a comprehensive compensation and benefits package, including low-cost medical, dental, and vision insurance, a 401(k)-retirement plan with employer match, paid time off in addition to 13 paid holidays, tuition reimbursement for eligible education and training, and company-paid long-term disability.OCCU is an Equal Opportunity Employer, and qualified candidates are encouraged to apply online by submitting their resume and cover letter detailing their qualifications and experience.

Oregon Community Credit Union

Regional Business Banking Advisor (Hybrid - Bend, OR)

Alliance/Partner Management

Analytical Development

Business Banking

Business Development

Business Services

Commercial Banking

Credit Union

Finance

Financial Services

Financial Systems

Lead Generation

Loans

Maintain Compliance

Marketing

Microsoft Office

Performance Analysis

Performance Management

Problem Solving Skills

Proposal Writing

Regulatory Compliance

Relationship Management

Sales

Sales Management

Small Business

Strategic Planning

Treasury

Underwriting

Oregon Community Credit Union Jobs

Provide high level of client service for all products and services, to include fielding client requests, via phone, email and other communication channels, subject matter expert for Treasury Management products. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

HOUR

About the Role: Work closely with relationship managers and business partners to keep them apprised and provide primary client relationship, direction and customer service support for corporate and commercial deposit clients. Provide high level of client service for all products and services, to include fielding client requests, via phone, email and other communication channels, subject matter expert for Treasury Management products. + Responsible for acting as Commercial Banking’s primary customer contact for the servicing of all clients; receives guidance from Sr. CCS Representative to approach complex issues. + Responsible for responding to a variety of banking questions and providing guidance with account implementation, funds transfer/stop payment requests and transaction posting problems and error resolution. + Responsible for communication with Relationship Managers, provide updates of client matters, make recommendations and ensure that issues needing immediate attention are resolved in a timely manner. + Answer incoming calls from Treasury Management customers and internal staff delivering exceptional service that exceeds the caller’s expectations. Handle calls with professionalism, demonstrating a sense of ownership, with a foal of one call resolution achieving established service standards. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. + Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. + May be asked to coach, mentor, or train others and teach coursework as subject matter expert. + Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. + Takes personal initiative and is a positive example for others to emulate. + Embraces our vision to become “Business Bank of Choice” + May perform other duties as assigned. AboutYou: + H.S. Diploma/GED - Required. + Bachelor's Degree in Business, Finance or related field - Preferred. + 2-4 years of banking experience, new accounts, lending loan processing or documentation and customer service. Required + Demonstrated knowledge of bank payment systems, account operations, banking services and exposure to complex business entities. + Proficient knowledge of Commercial banking products and services, operations and procedures and applicable laws and regulations. + Possess excellent written and verbal communication skills. Ability to effectively communicate with professionals at all levels of business. + Knowledge of general business acumen and practices related to analysis, accounting and financial procedures including market and interest rate impact. + Demonstrate strong customer service, interpersonal and organization skills with ability to multi-task, handle complex issues and use good judgement in decision making. + Strong technical skills including Windows Office Suite, spreadsheets and industry specific software. Job Location(s): Ability to work fully onsite at posted location(s). The pay range for this role is $21.00 - $26.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process. Evergreen: This posting is part of an evergreen requisition to create a pipeline of talent. If you are interested in potential opportunities in this area, we encourage you to apply. While we may not have an immediate opening at this time, we are always looking for top talent and will reach out as positions become available in the posted locations. Our Benefits: We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com (careers@umpquabank.com) . To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Columbia Bank

Treasury Management Support Specialist

Accounting

Analysis Skills

Bank Secrecy Act

Banking Regulations

Banking Services

Business Practices

Business Skills

Certified Coding Specialist (CCS)

Communication Skills

Customer Relations

Customer Support/Service

Financial Procedures

Industry-Specific Software

Interest Rates

Interpersonal Skills

Loan Documents

Loan Processing

Microsoft Windows Operating System

Multitasking

Office Suites

Operations Processes

Organizational Skills

People Management

Presentation/Verbal Skills

Regulations

Service Delivery

Spreadsheets

System Operations

Telephone Skills

Time Management

Treasury Management

Writing Skills

Umpqua Bank

FEED

OTHER

You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development. As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you’ll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm. You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision.Requirements<ul><li>Minimum of 3 years of experience in financial services with a growing personal practice</li><li>Active Life and Health License required</li><li>FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held)</li><li>Demonstrated success in client development, planning, and relationship management</li><li>Leadership ability with a strong interest in mentoring and building high-performing teams</li><li>Business-driven mindset with a long-term vision for growth</li><li>Must be authorized to work in the United State</li><li><ul><li>Certified Financial Planner preferred, but not required with relevant experience.</li></ul></li></ul>Benefits<ul><li>Top-tier health coverage including medical, dental, and vision plans for you and your dependents</li><li>401(k) retirement plan with company match to help you build long-term security</li><li>Life and disability insurance for added peace of mind</li><li>Employee wellness programs and mental health resources</li><li>Career growth opportunities and ongoing training support.</li></ul>

WealthBridge Financial Group

Managing Director, Financial Advisor

Certified Financial Planner (CFP)

Dental Insurance

Financial Management

Financial Planning

Health Plan

Leadership

Management Strategy

Mentoring

Psychiatry and Mental Health

Series 6

Team Building

Team Lead/Manager

Vision Plan

Workable

If you are an experienced financial leader with demonstrated success in strategic leadership and operational excellence in the financial services industry, we encourage you to apply for the VP of Finance position! Strong decision-making skills and attention to detail help ensure efficient, accurate task completion in planning, workflow, and project prioritization.

OCCU is a member-owned credit union based in Eugene, Oregon, guided by a clear and meaningful vision: to Enrich Lives. This purpose drives everything we do—from how we serve our members to how we support one another as colleagues. With a strong commitment to community impact, OCCU lives its values of tenacity, humility, and big-heartedness every day. We are currently seeking an experienced and strategic Vice President of Finance to join our Executive Team. This position is remote, with a preference for candidates located in OR, WA, or ID. The salary range for this role is $197,000 – $235,000, depending on experience and qualifications.About the Role:The Vice President of Finance plays a critical leadership role in guiding OCCU’s financial health and long-term strategy. This position leads core finance functions, including accounting, financial reporting, budgeting, and forecasting, while providing insight and recommendations to support strategic decision-making. You will lead the design, delivery, and continuous improvement of financial processes and systems while ensuring compliance with regulatory requirements and industry standards. Acting as a key advisor to executive leadership, this role helps drive organizational performance, profitability, and sustainable growth.Key Responsibilities:<ul><li>Lead and execute OCCU’s financial strategy, aligning with organizational goals and long-term objectives.</li><li>Oversee accounting operations, including general ledger, receivables, payables, and financial reporting.</li><li>Ensure timely and accurate forecasts, financial modeling, and analysis of financial trends.</li><li>Manage budget development, rolling forecasts, and performance tracking against organizational goals.</li><li>Interpret financial, economic, and statistical data to inform strategic decisions.</li><li>Ensure compliance with GAAP and all regulatory reporting requirements.</li><li>Oversee reporting to regulatory agencies and ensure timely and accurate submissions.</li><li>Address audit findings and ensure appropriate resolution of financial exceptions.</li><li>Lead, coach, and develop finance team members, fostering a highly engaged and high-performing team.</li><li>Build strong relationships with internal stakeholders to support collaboration and execution.</li></ul>What We’re Looking For:<ul><li>Minimum of seven years of directly related finance and accounting experience.</li><li>Demonstrated knowledge of generally accepted accounting principles. (GAAP)</li><li>Strong analytical, problem-solving, and strategic thinking skills.</li><li>Proven ability to manage multiple priorities and deliver results in a dynamic environment.</li><li>Strong decision-making skills and attention to detail help ensure efficient, accurate task completion in planning, workflow, and project prioritization.</li><li>Excellent organizational, communication, and decision-making skills.</li><li>Bachelor’s degree in finance and/or a strong record of achieving business results required.</li></ul>Preferred Qualifications:<ul><li>Experience in financial services, banking, or credit union environment</li><li>Advanced degree (MBA or related field)</li><li>Professional certifications such as CPA, CFA, or CMA </li></ul>Why Join OCCU:OCCU offers a comprehensive compensation and benefits package designed to support your well-being and professional growth, including:<ul><li>Low-cost medical, dental, and vision insurance</li><li>401(k) retirement plan with employer match</li><li>Paid time off plus 13 paid holidays</li><li>Tuition reimbursement for eligible education and training</li><li>Company-paid long-term disability</li><li>40 hours of company-paid core time annually for full-time employees to participate in community volunteer opportunities</li></ul>OCCU is committed to being an Equal Opportunity Employer and encourages applications from all qualified candidates. If you are an experienced financial leader with demonstrated success in strategic leadership and operational excellence in the financial services industry, we encourage you to apply for the VP of Finance position!

Banking Jobs in Springfield, OR

Resume Resources

Get noticed by top employers!

Banking Jobs in Springfield, OR

Regional Business Banking Advisor (Hybrid - Bend, OR) Oregon Community Credit Union

Treasury Management Support Specialist Columbia Bank

Managing Director, Financial Advisor WealthBridge Financial Group

Vice President of Finance - Credit Union (Remote) Oregon Community Credit Union

Resume Resources